What User Roles can the Primary User assign?

There are two User Roles that the Primary User can assign to an individual user. An individual user can either be an Administrator or Initiator.

1. Administrator – there can more than one.

This role has the following privileges:

Setup and management of users

Creation of clients

Update Arken subscriptions

The purchase of document fees

Will customisations

2. Initiator – there can more than one.

This user can only create clients and enter data. This user cannot start questionnaires or create documents.

Who should I assign what role to?

Within any organisation there are a range of experience and responsibilities, because of this it can be hard to give firm suggestions who should be assigned a specific role type.

1. Initiators could be any client facing role within your organisation. Someone who can create clients and enter data accurately in to the system.

2. Administrator, this person has the most privileges in the system, this person has the ability create Will customisations and therefore should be trusted to understand the implications of any changes they make in the system.

Please note: Administrators and Initiators can also be allocated the role of a Drafter. This allows them to create and manage documents. If you'd like a user to have document privileges please check 'yes' in the Document Drafter

Note: There is no subscription fee payable for Administrators and Initiators without drafting capability.